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| Eric Ronning, CFP™, CBC™ is President of Channel Financial focusing on employee benefits for small and mid sized businesses. He works with professionals and business owners to develop comprehensive solutions to their specific needs and objectives. He has been in the financial services industry since 1993. |
| eronning@channel-financial.com |
763-231-7544 |
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| As an insurance-licensed account manager with Channel Financial, Abby Wilson focuses on our clients’ employee benefit plans. She manages the annual renewal and RFP process, employee communications and direct contact for our clients and vendors. Being resourceful and offering creative, effective solutions are what she is proud to bring to this organization. Abby has been in the industry since 1999. |
| awilson@channel-financial.com |
763-231-7545 |
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| Matt Gulseth, CFP™, Attorney, is a partner of Channel Financial focusing on qualified and non-qualified employer retirement plans. His primary role is leading Channel’s investment committee and developing fiduciary processes for clients. He has been in the financial services industry since 1998. |
| mgulseth@channel-financial.com |
763-231-7539 |
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| Jim McDonald, AIF™, PRP™ and Certified Fiduciary Adviser, is a partner of Channel Financial focusing on qualified employer retirement plans. His primary role is to build effective employer models for their qualified, non-qualified, and employee advice programs. He has been in the financial industry since 1984. |
| jmcdonald@channel-financial.com |
763-231-7538 |
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| Tom Fitzpatrick has business development and leadership experience in qualified and nonqualified plans as well as investment, trust and insurance services. His qualified plan background covers defined contribution, defined benefit and ESOP plans. He has been in the financial services industry since 1982. |
| tfitzpatrick@channel-financial.com |
763-231-7541 |
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| Dan Stewart, AIF®, CRPS® is Senior Consultant at Channel Financial focusing on qualified retirement plans. His primary role is to help protect fiduciaries from the personal corporate liability related to the retirement plan, while enhancing potential investment opportunities. He has been in the financial services industry since 2000. |
| dstewart@channel-financial.com |
763-231-7540 |
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| Kelly Olson, CFP™, CDFA is a partner of Channel Wealth focusing on the management of client’s wealth through financial planning, tax sensitive investment management and estate planning. She has been in the financial services industry since 1999. |
| kolson@channel-wealth.com |
763-231-7546 |
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